South Korea's Rate Hike: Oil Meets a Chip Buffer
Market Beat

South Korea's Rate Hike: Oil Meets a Chip Buffer

South Korea raised rates for the first time in more than three years. The decision shows how an energy shock, exchange rates and chip exports are reshaping the policy calculation across Asia.

Thanh Ha·
SpaceX Falls Through Its IPO Price, $135 Is No Floor
Market Beat

SpaceX Falls Through Its IPO Price, $135 Is No Floor

SpaceX briefly traded below its offer price on July 15 before recovering. The episode is a useful reminder that an IPO price is a reference point, not a guarantee for investors buying after listing.

Mai Linh·
TCX joins VN30: Funds will not finish buying in a day
Investor Guide

TCX joins VN30: Funds will not finish buying in a day

TCX will enter VN30 on 3 August, but that does not guarantee a higher share price. New investors should read the rebalancing calendar, index weight and trading liquidity instead.

Mai Linh·
Hanoi apartment prices rise, demand has not caught up
Market Beat

Hanoi apartment prices rise, demand has not caught up

A higher average primary price is not proof that every project is selling well. Supply mix, absorption and resale prices are telling different stories.

Mai Linh·
VN-Index falls 24.51 points: Watch market breadth
Market Beat

VN-Index falls 24.51 points: Watch market breadth

VIC and VHM amplified the index’s decline, but 251 declining stocks on HOSE reveal pressure across much of the market. For new investors, breadth is the data layer that should not be skipped after a sharp down day.

Mai Linh·
P-Lab and PNJ: Do Not Infer from One Prosecution Decision
Market Beat

P-Lab and PNJ: Do Not Infer from One Prosecution Decision

The prosecution of a P-Lab appraisal employee is serious, but it is not a legal finding against PNJ or P-Lab as a legal entity. Investors now need evidence on scope and the company’s response.

Duc Tri·
Cooling US CPI, Brent crude revives supply risk
Market Beat

Cooling US CPI, Brent crude revives supply risk

Softer US inflation lowered yields, while Brent's surge introduced a different risk. For Vietnam's equity market, exchange rates and market breadth matter more than the energy sector's color alone.

Thanh Ha·
Wall Street bank profits are not equal in quality
Market Beat

Wall Street bank profits are not equal in quality

America’s largest banks all beat second-quarter expectations, but they made their money in very different ways. The source of earnings matters more than the headline beat.

Mai Linh·
IBM Misses Forecasts as AI Budgets Shift
Market Beat

IBM Misses Forecasts as AI Budgets Shift

Spending on artificial intelligence has not disappeared, but it can reach servers and memory before software. IBM's preliminary results show why long-term demand and a single quarter's revenue can move in different directions.

Mai Linh·
FBC's VND 10,000 dividend remains a paper yield
Market Beat

FBC's VND 10,000 dividend remains a paper yield

FBC is set to pay VND 10,000 per share, far above its VND 3,700 reference price. Yet a stock that scarcely trades cannot turn an attractive calculation into a return that a new investor can necessarily capture.

Mai Linh·
VN-Index rebounds 24 points, but green is not confirmation
Market Beat

VN-Index rebounds 24 points, but green is not confirmation

VN-Index returned above 1,800 after a 24.18-point afternoon rebound. The key story is not the closing colour, but easing drag from large caps and a recovery that was still uneven.

Mai Linh·
REE Nears Half Its Plan: The Second-Half Test
Market Beat

REE Nears Half Its Plan: The Second-Half Test

REE’s profit has advanced faster than revenue over six months. Delivering the full-year plan now rests on power commissioning, M&E execution and better performance from its leased assets.

Minh Quan·